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4 results found

  1. Xero HQ | Clients - Export list by group

    11 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Sam Cuttell commented  · 

    Any closer to this being an option, we have over 2000 clients and its not practical to manually go through these clients and put into the relevant groups

    Sam Cuttell supported this idea  · 

  2. Hubdoc - Convert bank statement to csv file

    303 votes

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    58 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    under review  ·  Dana A responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Sam Cuttell supported this idea  · 

  3. Xero HQ - Client Groups Reporting

    27 votes

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    10 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminHannah G (Admin, Xero) responded

    Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
    Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.

    While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.

    Sam Cuttell supported this idea  · 

  4. Xero HQ | Clients - Export contact group

    10 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Sam Cuttell supported this idea  · 
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    Sam Cuttell commented  · 

    Totally agree I have just over 1000 clients in 12 groups and some have not been assigned to groups and I cannot find out which ones they are without going through them one by one